Manage invitations

If your client is paying for their own subscription, they can invite you to that subscription so you can collaborate.

To learn about inviting a client to a subscription that you're paying for, read Invite client to a subscription

After reading this topic you will know:

  • How to request invitations from your clients.

  • Where to view the invitations from your clients.

  • How to respond to an invitation from your client.

Invitations key features

Access Invitations from the main navigation bar.

This area is to request access to your client's SBC Accounting, Payroll or Sage 50 products.

A Find out how to request invitations — This opens some help content to explain how to gain access to your client’s SBC Accounting, Payroll or Sage 50 products.
B

Invite status — After you've sent an invitation, you can check its status.

  • Pending invitations have been sent to you but you have not yet responded.

  • Accepted invitations have been accepted by you. You will be able to access that client's subscription and start collaborating.

  • Expired invitations can no longer be responded to. If you still require access to your client's subscription, contact your client and share your Accountant ID or collaboration link again.

  • Declined invitations that have been declined by you. You will not be able to access that client's subscription.

How your client invites you to a subscription they pay for

There is some flexibility about how to access a subscription your client is paying for. This is a suggested procedure.

As the accountant, follow these steps:

  1. In Client Management, select Invitations.

  2. From Accountant access, select Find out how to request invitations.

  3. A help panel will open with the following instructions on how to request access to your client’s Accounting, Payroll or Sage 50 products.

    Accessing Sage Business Cloud products

    1. Copy the unique link to forward to your client.

    2. Ask your client to open the link and log in. They can then invite you to access their Sage Business Cloud data.

    Alternatively, you can copy and forward your unique Accountant ID to your client for them to input.

    Accessing Sage 50 products

    1. Copy the Accountant ID.

    2. In your copy of Sage 50, select Connected services, then Sage for Accountants, and paste in the code.

    For Remote Data Access, use an Accountant or Bookkeeper user type that can create or manage users.

    See our video for more guidance Sage 50 Accounts integration into Sage for Accountants (opens in new tab).

Your client should follow these steps when they receive the unique link or Accountant ID:

If you sent the special collaboration link

  1. Your client should select the link. This will take them to the Invite accountant page.

    From the Invite accountant page, your client can give you access to a subscription they're paying for

  2. Your client should select Next, add permissions.

  3. From the Product dropdown list, your client should specify which product you should have access to.

    Choose a role a subscription and role to give your accountant access to

  4. From the Role dropdown list, your client should choose Full Access.

  5. Your client should select Next, confirm invite then Yes, send invitation.

  6. The invitation will be sent to you. Your client can continue working as normal.

If you sent your accountant ID

  1. From the main navigation bar, your client should choose Manage business account then Invite Accountant.

    The Manage business account option can be found on the main naviagtion bar

  2. Your client should select the Invite them using Accountant ID or check the status of your invitation link.

    The invite accountant page with the invite link highlighted

  3. Your client should select Invite an accountant.

    Invite accountant page

  4. In the Accountant ID box, they should enter the Accountant ID you provided, then select Check.

    Invite accountant window showing the Accountant ID box and the Check button

  5. If the Accountant ID is valid, your practice name will be displayed. If your practice name isn't displayed, please check with your client that you've provided the correct code and that they've entered it correctly.

    Invite accountant page with an accountant detail's successfully found.

  6. Your client should select Next, add permissions.

  7. From the Product dropdown list, your client should specify which product you should have access to.

    Choose a role a subscription and role to give your accountant access to

  8. From the Role dropdown list, your client should choose Full Access.

  9. Your client should select Next, confirm invite then Yes, send invitation.

The invitation will be sent to you. Your client can continue working as normal.

As the accountant, follow these steps:

  1. In Client Management, select My invitations.

  2. In the Pending list, find the invitation from your client, then select Accept.

    The pending list with 2 invitations. The Accept link is highlighted.

  3. The invitation needs to be associated with a client in Client Management.

    • If you already have this client set up in Client Management

      1. Select Yes and find your client in the Client dropdown list.

      2. Select Accept invitation.

    • If you don't have this client set up

      1. Select No and fill in the necessary information.

      2. Select Accept invite & create client.

You'll now have access to your client's subscription.

Note:

If your client is paying for a subscription and you are now connected, you can disconnect from the Products tab in the client record.

Subscription tile showing the Disconnect option

See Access your clients' subscriptions